Account Manager, Worker's Compensation

Acrisure•Rye Brook, NY

22h•$65,000 - $80,000•Onsite

About The Position

Provide support to sales producers in developing new business opportunities for existing clients and prospects; analyzing client needs, coverage forms and quotations with a focus on Workers Compensation primarily in our NYS Safety Group Unit. Initiate renewal process for existing clients and discusses and creates renewal strategy with sales producers, processes renewals in coordination with sales producers according to agency procedures Conduct marketing, negotiate rates, review quotes and coverages for competitiveness and accuracy Review and summarize marketing results and prepare proposals Finalize proposals and presentations in coordination with producers Bind insurance coverage and prepares binders and or delegates certificates issuance Review policies for accuracy and reviews contracts. Prepare summaries and/or schedules of coverage for clients Schedule appointments with clients as requested by sales producers Identify exposure to loss and recommends appropriate coverages in coordination with sales producers Occasionally accompany sales producers on prospect and client meetings as requested by sales producers Complete applications in coordination with sales producers; submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies Order and issue binders, certificates, policies, endorsements and other related items; verify their accuracy; forwards them to client with appropriate correspondence Prepares summaries of insurance, schedules and proposals for clients and prospects when needed Reviews audits of policies; verify accuracy and facilitates corrections, as needed, between client and carrier. Verifies policy and policy change information, facilitating corrections when necessary Determine reasons for requests for cancellations; acts to save accounts; notify sales producer. This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

Requirements

Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Outlook)
Applied Epic Agency Management experience preferred but not required.
Strong knowledge of NYS Workers Compensation and NYS Disability
High School Diploma or the recognized equivalent is required
Minimum 2+ years’ experience in the Commercial insurance industry or similar role, required
Active P&C License

Nice To Haves

Applied Epic Agency Management experience preferred but not required.

Responsibilities

Provide support to sales producers in developing new business opportunities for existing clients and prospects; analyzing client needs, coverage forms and quotations with a focus on Workers Compensation primarily in our NYS Safety Group Unit.
Initiate renewal process for existing clients and discusses and creates renewal strategy with sales producers, processes renewals in coordination with sales producers according to agency procedures
Conduct marketing, negotiate rates, review quotes and coverages for competitiveness and accuracy
Review and summarize marketing results and prepare proposals
Finalize proposals and presentations in coordination with producers
Bind insurance coverage and prepares binders and or delegates certificates issuance
Review policies for accuracy and reviews contracts.
Prepare summaries and/or schedules of coverage for clients
Schedule appointments with clients as requested by sales producers
Identify exposure to loss and recommends appropriate coverages in coordination with sales producers
Occasionally accompany sales producers on prospect and client meetings as requested by sales producers
Complete applications in coordination with sales producers; submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies
Order and issue binders, certificates, policies, endorsements and other related items; verify their accuracy; forwards them to client with appropriate correspondence
Prepares summaries of insurance, schedules and proposals for clients and prospects when needed
Reviews audits of policies; verify accuracy and facilitates corrections, as needed, between client and carrier.
Verifies policy and policy change information, facilitating corrections when necessary
Determine reasons for requests for cancellations; acts to save accounts; notify sales producer.